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The Blanket Approach to
Cultivating and Stewarding
       Your Donors
           Lynne M. Wester
  Director of Stewardship and Donor
              Recognition
          Yeshiva University
Donor Recognition and
         Stewardship
• Is there a better way to do this?
• What are some ways that we can better
  serve our donors?
• What is someone else doing that we’re
  not?
• Is there an app for that?
• Making Innovation a Priority




      COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION   2
Who are we talking about?
•   Non Scholarship Donors
•   High Level Annual Donors
•   Donors to Unrestricted Funds
•   People Falling through the Cracks




         COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION   3
Goals
•   Make donors feel sincerely thanked for their generosity and support for
    your mission.
•   Deepen donor commitment to and understanding of your mission and
    organization.
•   Provide donors with the public recognition they desire and value.
•   Inspire donors to give again-at higher and higher levels of support.
•   Encourage or challenge other donors or potential donors to match the
    giving of their peers.
•   Set benchmarks for giving to your organization.
•   Reinforce a culture of philanthropy, rather than setting a tone of quid
    pro quo.
•   Keep you within your budget limits --while not compromising the tax
                                     .
    deductibility of your donor’s gift




              COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION                4
The “Blanket” Approach




COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION   5
Data Analysis and Leveling
• A. Donors of 25K- 100K TPF for the previous
  FY or Cumulative Lifetime TPF of 100K to 1
  Million
• B. Donors of 100K-500K TPF for the
  previous FY or Cumulative Lifetime TPF of 1
  Million plus

• TPF= Total Philanthropic
  Funds=Cash+Pledges

• A.734 constituents
• B.186 constituents
        COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION   6
Other Groups Added

•   Loyalty Donors
•   First Time Donors
•   President’s Society
•   Anyone who needs extra Stewardship




        COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION   7
Calendar Approach
•   August- Champions Gate Wrap up Piece
•   September- Rosh Hashanah email greeting
•   October- Hanukkah Dinner Invitation
•   November- Report of Donors and Donor
    Recognition Event
•   December- Hanukkah Dinner Slideshow
•   January- Invitations to YU Museum Event
•   February- Scholarship Impact Piece
•   March- YU Tomorrow Mailing
•   April- Impact of Giving Report
•   May- Commencement Invitation and Webcast
         COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION   8
Scholarship Impact Piece




COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION   9
Scholarship Impact Piece




COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION   10
Postcards




COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION   11
Emails




44% open Rate!

       COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION   12
Thank a Donor Week




COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION   13
Building Updates




COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION   14
Video




COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION   15
Thank a Thon




COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION   16
Website




COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION   17
Questions? Comments
•   Lynne Wester
•   wester@yu.edu
•   www.donorrelationsguru.com
•   Friend me on Facebook
•   Follow me on Twitter @donorguru




        COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION   18

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2012 casedrblanket

  • 1. The Blanket Approach to Cultivating and Stewarding Your Donors Lynne M. Wester Director of Stewardship and Donor Recognition Yeshiva University
  • 2. Donor Recognition and Stewardship • Is there a better way to do this? • What are some ways that we can better serve our donors? • What is someone else doing that we’re not? • Is there an app for that? • Making Innovation a Priority COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 2
  • 3. Who are we talking about? • Non Scholarship Donors • High Level Annual Donors • Donors to Unrestricted Funds • People Falling through the Cracks COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 3
  • 4. Goals • Make donors feel sincerely thanked for their generosity and support for your mission. • Deepen donor commitment to and understanding of your mission and organization. • Provide donors with the public recognition they desire and value. • Inspire donors to give again-at higher and higher levels of support. • Encourage or challenge other donors or potential donors to match the giving of their peers. • Set benchmarks for giving to your organization. • Reinforce a culture of philanthropy, rather than setting a tone of quid pro quo. • Keep you within your budget limits --while not compromising the tax . deductibility of your donor’s gift COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 4
  • 5. The “Blanket” Approach COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 5
  • 6. Data Analysis and Leveling • A. Donors of 25K- 100K TPF for the previous FY or Cumulative Lifetime TPF of 100K to 1 Million • B. Donors of 100K-500K TPF for the previous FY or Cumulative Lifetime TPF of 1 Million plus • TPF= Total Philanthropic Funds=Cash+Pledges • A.734 constituents • B.186 constituents COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 6
  • 7. Other Groups Added • Loyalty Donors • First Time Donors • President’s Society • Anyone who needs extra Stewardship COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 7
  • 8. Calendar Approach • August- Champions Gate Wrap up Piece • September- Rosh Hashanah email greeting • October- Hanukkah Dinner Invitation • November- Report of Donors and Donor Recognition Event • December- Hanukkah Dinner Slideshow • January- Invitations to YU Museum Event • February- Scholarship Impact Piece • March- YU Tomorrow Mailing • April- Impact of Giving Report • May- Commencement Invitation and Webcast COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 8
  • 9. Scholarship Impact Piece COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 9
  • 10. Scholarship Impact Piece COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 10
  • 11. Postcards COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 11
  • 12. Emails 44% open Rate! COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 12
  • 13. Thank a Donor Week COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 13
  • 14. Building Updates COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 14
  • 15. Video COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 15
  • 16. Thank a Thon COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 16
  • 17. Website COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 17
  • 18. Questions? Comments • Lynne Wester • wester@yu.edu • www.donorrelationsguru.com • Friend me on Facebook • Follow me on Twitter @donorguru COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 18